Job Summary
This Lead Strategy Specialist within the Wealth Management Technology (WMT) team will play a key role in driving strategic alignment and collaboration between the business and technology teams. This is an exciting opportunity to leverage your strategic expertise, industry knowledge, and leadership skills to make a significant impact on our organization's success. You will be responsible for understanding business strategy and engaging in the strategy development process to ensure overarching alignment to the technology delivery approach, target architecture, and strategic technology principles. You will partner with stakeholders of all levels, across multiple functions, to help shape the technology strategy, driving increased productivity, technical advancement, and execution excellence in line with overarching enterprise objectives. Additionally, you will be responsible for enabling an innovation and engineering-based culture with a focus on increased employee engagement, satisfaction, and growth.Job Description
WHAT IS THE OPPORTUNITY?
This Lead Strategy Specialist within the Wealth Management Technology (WMT) team will play a key role in driving strategic alignment and collaboration between the business and technology teams. This is an exciting opportunity to leverage your strategic expertise, industry knowledge, and leadership skills to make a significant impact on our organization's success. You will be responsible for understanding business strategy and engaging in the strategy development process to ensure overarching alignment to the technology delivery approach, target architecture, and strategic technology principles. You will partner with stakeholders of all levels, across multiple functions, to help shape the technology strategy, driving increased productivity, technical advancement, and execution excellence in line with overarching enterprise objectives. Additionally, you will be responsible for enabling an innovation and engineering-based culture with a focus on increased employee engagement, satisfaction, and growth.
WHAT WILL YOU DO?
Partner to develop and evolve the WMT strategy in alignment with WM business and enterprise perspective/priorities, supported by materials that ensure strategic priorities are clearly understood across the team including clearly defining what success looks likePartner with internal and external teams to build a strategic roadmap of short- & long-term initiatives that drive WMT strategic OKRs, including ongoing monitoring and reporting of performance metrics and insightsEngage in the WM business strategy development and evolution processes to gain a deep understanding of business direction and objectives, while ensuring alignment to technology principals and providing overarching insight across multiple segments/geographiesApply thought-leadership, providing insight-driven solutions and developing recommendations for Senior Leaders and Executives that identify high impact strategies, opportunities, and action plans to transform the way we workCreate business cases that highlight opportunities for technology enhancement / investment that foster innovation, scalability and efficiencySupport the development and execution of a comprehensive talent strategy to drive a future-ready workforce, aligning with business objectives and ensuring the technology team can identify, attract, and retain the necessary skills to support Wealth Management business goalsDrive the adoption of innovative practices and technologies, encouraging experimentation, calculated risk-taking, and a culture of continuous improvement within the team.Acts as a champion of the strategy. Working with our pillar leads to drive change management and activation of our strategy within their teams.Be a cross-functional team player, engaging with a wide range of stakeholders across multiple geographies and seniority levelsWHAT DO YOU NEED TO SUCCEED?
Must-have:
MBA or +8 years’ experience in strategy development and executionConsultative Leadership approach with proven ability to engage with stakeholders at all levels, including our senior executives, to understand needs and translate that into action managing change and fostering organizational alignment through impact and influenceHistory of making an impact, developing, and executing on strategies and delivering superior results in both the short and long term with a demonstrated ability to identify and act upon opportunitiesCapable of diving deep , from both a quantitative and qualitative standpoint, and translating complex findings into clear, impactful insights and recommendations for senior executive audiencesA strategic and innovative thinker with strong organizational skills and attention to detailA proactive self-starter with a hands-on mentality who thrives in a fast-paced environment quickly adapts to changing priorities and rapidly grasps new concepts.Strong verbal and non-verbal communication skills, with a proven track record of creating strategic communications and content that are high quality, concise and effective for both executive and non-executive audiences; with excellent technical ability with PowerPointNice-to-have:
Change management training, certification and/or experienceExperience within the financial services industryGlobal awareness of emerging technical capabilitiesExperience in project and program managementExperience with data analytics tools and data visualization toolsExperience with agile ways of working
Job Skills
Commercial Acumen, Communication, Critical Thinking, Decision Making, Group Problem Solving, Long Term Planning, Negotiation, Organizational Change Management, Professional PresentationAdditional Job Details
Address:
RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity:
TORONTOCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
2025-06-23Application Deadline:
2025-07-25Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
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